Mad Money: 2023年5月30日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2023年5月30日(火)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

 

(1) Cramer says the money’s in tech this year, tread carefully when it comes to any other sector (https://www.cnbc.com/2023/05/30/cramer-says-the-moneys-in-tech-this-year-be-careful-with-any-other-sector.html)

• CNBC’s Jim Cramer told investors on Tuesday to keep their money in tech as most other industries see huge losses.
• This years winners are few, but the losers are many, including: energy, utilities, healthcare, real estate, consumer staples, materials, industrials and even banks, especially regional ones.

<Losing sectors in 2023>

• Worst performing group: Energy — led by Apache, Halliburton & Devon
• 2nd worst S&P sector: Utilities (known for dividends stocks) — AS Distribution company, Deminion, Eversource
• 3rd worst S&P sector: Healthcare — Moderna, CVS
• 4th worst S&P sector: Financial — led by Comerica, Keybanc and Zions
• 5th worst S&P sector: Real Estate — led by Boston Properties & Alexandria
• 6th worst S&P sector: Consumer Staples — led by Archer-Daniels Midland, Estee Lauder & WBA
• 7th worst S&P sector: Materials — led by CG Industries, IFF & Mosaic
• 8th worst S&P sector: Industrials — led by LEIDOS, 3M and Northrop Grumman

 

(2) [No Video Clip for non-Club Member] Executive Interview: Marvell CEO Matthew Murphy goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2023/05/30/marvell-ceo-matthew-murphy-goes-one-on-one-with-jim-cramer.html)

Marvell CEO Matthew Murphy joins ‘Mad Money’ host Jim Cramer to discuss the A.I. space, last week’s quarterly results beat, and Marvell’s stock performance.

Ticker: MRVL

 

(３) [No Video Clip for non-Club Member] Off-the-Chart: Jim Cramer breaks down copper futures after the metal’s recent sell-off (https://www.cnbc.com/video/2023/05/30/jim-cramer-breaks-down-copper-futures-after-the-metals-recent-sell-off.html)

‘Mad Money’ host Jim Cramer heads to the charts to see if commodity investors should be worried about copper after a recent sell-off.

 

(4) Executive Interview: HP Inc. CEO says A.I. will enable a new kind of PC, which could release in 2024 (https://www.cnbc.com/2023/05/30/hp-inc-ceo-ai-will-enable-a-new-kind-of-pc-could-launch-in-2024.html)

• HP Inc.’s CEO Enrique Lores told CNBC’s Jim Cramer that artificial intelligence will innovate and radically change the personal computer industry, especially his own company.
• Lores said the company is creating AI-enabled PCs that can build spreadsheets and analyze data in record time.

Ticker: HPQ

 

(5) Lightning Round: ‘Things are never so rosey that you can’t have a drug stock in your portfolio’, says Jim Cramer (https://www.cnbc.com/video/2023/05/30/lightning-round-things-are-never-so-rosey-that-you-cant-have-a-drug-stock-in-your-portfolio-says-jim-cramer.html)

Mad Money’ host Jim Cramer weighs in on stocks including: Bowlero, Corteva, Bristol-Myers, Telus, Verizon, A O Smith Corp., Centene, Super Micro Computer Inc., and Upstart Holdings.

Ticker: BOWL [], CTVA [buy for long term, buy buy buy], BMY [I am not giving up on this one], TU [I like TMUS], VZ [I don’t see growth, I see growth from TMUS], AOS [], CNC [this sector was killed by government, hard to judge], SMCI [I am not going to recommend], UPST [short squeeze]

 

(6) [No Video Clip for non-Club Member] Jim Cramer talks adding Nvidia to your portfolio after it passes $1 trillion market cap (https://www.cnbc.com/video/2023/05/30/jim-cramer-talks-adding-nvidia-to-your-portfolio-after-it-passes-1-trillion-market-cap.html)

‘Mad Money’ host Jim Cramer talks Nvidia’s growth potential and record breaking stock rally.

Ticker: NVDA

 

Other Stocks Discussed (calls with audience): Salesforce (CRM) [has bright future, I would like to add that we sold], Portillo (PTLO) [worth investing, shareholders that is a part of equity got to stop selling], Nucor (NUE) [best of the best steel company, but in recession no one want to own steel company, you have to wait, I would wait until it goes down further], Gold is problematic, but still I think 10% of portfolio should go to gold

 

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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